WISDOMTREE US MIDCAP DIVIDEN DON
$56.75
+0.5% 52w: $47.93 – $56.78
Latest 13F among current holders filed 9 days ago (Jun 26, 2026)
Price — last 12 months
research preview data47.9352.3656.78
Jun 20, 2025 Jul 2, 2026
Institutional holders
464
+8 QoQ
13F value
$2.14B
+0.7% QoQ
Smart-money holders
11
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
puts only
— calls / $12K puts
Institutional value by quarter
Number of holders
Who owns DON?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 4.6M | $244.1M | 0.0% | -0.7% |
| MORGAN STANLEY | Bank broker | 2.4M | $125.6M | 0.0% | +0.7% |
| UBS Group AG | Bank broker | 1.9M | $98.9M | 0.0% | +8.8% |
| LPL Financial LLC | Bank broker | 1.8M | $97.1M | 0.0% | -5.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 1.7M | $85.8M | 0.0% | +23.1% |
| Linscomb Wealth, Inc. | Wealth advisor | 1.6M | $83.0M | 3.7% | -14.4% |
| Creative Planning | Wealth advisor | 1.5M | $79.8M | 0.1% | 0.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.4M | $71.1M | 0.0% | -2.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.0M | $52.7M | 0.0% | -10.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.0M | $52.6M | 0.0% | +0.3% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 712.9K | $37.5M | 0.1% | +15.8% |
| ROYAL BANK OF CANADA | Bank broker | 526.2K | $27.6M | 0.0% | -7.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 520.4K | $27.3M | 0.0% | -11.3% |
| KEYBANK NATIONAL ASSOCIATION/OH | Diversified mechanical | 512.4K | $26.9M | 0.1% | +0.8% |
| IAG Wealth Partners, LLC | Wealth advisor | 500.7K | $26.3M | 2.9% | +1.5% |
| Cetera Investment Advisers | Wealth advisor | 466.9K | $24.5M | 0.0% | -15.0% |
| COLDSTREAM CAPITAL MANAGEMENT INC | Wealth advisor | 466.0K | $24.5M | 0.3% | -5.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 405.7K | $21.3M | 0.0% | +8.0% |
| Stonebridge Financial Group, LLC | Wealth advisor | 388.1K | $20.4M | 1.7% | +4.4% |
| Trajan Wealth LLC | Other | 365.0K | $19.2M | 0.8% | +2.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 364.8K | $19.2M | 0.1% | -33.7% |
| AE Wealth Management LLC | Wealth advisor | 358.4K | $18.8M | 0.1% | +6.8% |
| Baird Financial Group, Inc. | Diversified mechanical | 354.4K | $18.6M | 0.0% | +3.4% |
| MAI Capital Management | Wealth advisor | 328.9K | $17.3M | 0.1% | -1.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 304.4K | $16.0M | 0.0% | +0.4% |
| Marion Wealth Management | Wealth advisor | 300.0K | $15.8M | 3.5% | +7.8% |
| HighTower Advisors, LLC | Diversified mechanical | 295.5K | $15.5M | 0.0% | -5.5% |
| Three Bearings Fiduciary Advisors, Inc. | Wealth advisor | 283.3K | $14.9M | 14.4% | +0.3% |
| EASTERN BANK | Other | 275.5K | $14.5M | 0.2% | +24.3% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 275.0K | $14.4M | 0.0% | 0.0% |
| Focus Partners Wealth | Wealth advisor | 263.5K | $13.8M | 0.0% | -0.3% |
| JPMORGAN CHASE & CO | Bank broker | 263.2K | $13.6M | 0.0% | -9.9% |
| Lido Advisors, LLC | Wealth advisor | 253.8K | $13.3M | 0.1% | -5.5% |
| Atlantic Union Bankshares Corp | Other | 241.9K | $12.7M | 0.2% | -17.2% |
| Concord Wealth Partners | Wealth advisor | 237.2K | $12.5M | 1.6% | +3.6% |
| Destination Wealth Management | Wealth advisor | 236.4K | $12.4M | 0.3% | -0.3% |
| Avantax Planning Partners, Inc. | Wealth advisor | 233.1K | $12.2M | 0.3% | +2.6% |
| Avidian Wealth Enterprises, LLC | Wealth advisor | 231.2K | $12.1M | 0.4% | New |
| PRECEDENT WEALTH PARTNERS, LLC | Wealth advisor | 231.2K | $12.1M | 2.4% | -8.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 227.4K | $11.9M | 0.0% | -9.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 226.9K | $11.9M | 0.0% | +7.5% |
| Curi Capital, LLC | Other | 221.4K | $11.6M | 0.2% | +3.8% |
| Lee-Kelleher Wealth Management | Wealth advisor | 221.3K | $11.6M | 6.9% | +3.5% |
| Mariner, LLC | Diversified mechanical | 183.2K | $9.6M | 0.0% | -2.7% |
| CX Institutional | Wealth advisor | 178.7K | $9.4M | 0.3% | +0.6% |
| White Pine Investment CO | Wealth advisor | 175.4K | $9.2M | 2.1% | +1.2% |
| Concord Asset Management, LLC/VA | Wealth advisor | 172.9K | $9.1M | 1.5% | +6.4% |
| Farther Finance Advisors, LLC | Wealth advisor | 167.6K | $8.8M | 0.1% | +439.9% |
| Goldstone Financial Group, LLC | Wealth advisor | 161.7K | $8.5M | 0.9% | -21.1% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 161.0K | $8.5M | 0.3% | +1.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.